BSECompany Update3d ago · 4 Nov 2026, 10:03 pm

Pls refer enclosed Earnings Presentation for Q2 / H1 FY 27.

Centum Electronics Ltd · 517544

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Centum Electronics Ltd has released its Q2/H1 FY 27 earnings presentation, highlighting its position as a trusted partner for defence and strategic electronics, with a strong presence in high-reliability electronics manufacturing.

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Earnings Impact5/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk3/10
Liquidity Impact8/10
Market Sentiment5/10

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Centum Electronics Ltd - 517544 - Announcement under Regulation 30 (LODR)-Investor Presentation

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Ref: CE/NSEBSE/EP/04112026 4th November, 2026 Listing Department, Department of Corporate Services – Listing, National Stock Exchange of India Limited, BSE Limited, Exchange Plaza, P. J. Towers, Bandra Kurla Complex, Dalal Street, Bandra (East), Mumbai – 400 051 Mumbai – 400 001 Re: Scrip Symbol: CENTUM/ Scrip Code: 517544 Dear Sir/ Madam, Sub: Earnings Presentation This is to inform you that pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (the “Listing Regulations"), we hereby enclose the Earnings Presentation for Q2 / H1 - FY 27. Kindly take the same on your records. Yours faithfully, For Centum Electronics Limited Indu H S Company Secretary & Compliance Officer Encl: as above Centum Electronics Limited # 44, KHB Industrial Area, Yelahanka New Town, Bangalore - 560 064, Karnataka, India Tel +91-(0)80-4143-6000 Fax +91-(0)80-4143-6005 Website www.centumelectronics.com E-mail info@centumelectronics.com CIN - L85110KA1993PLC013869 Q2/H1-FY27 Company At A Glance Centum is a Trusted Partner for Defence & Strategic Electronics and High Reliability Electronics Manufacturing, Serving Domestic and Global OEMs Across Defence, Aerospace, Industrial, Transportation, and Medical Sectors Key Certifications 33 2 350,000 Sq Ft SAMAR L5 Years in Electronics Business Segments Manufacturing Highest level Solutions since 1993 BTS & EMS Footprint certification for DRDO tenders ECOVADIS ~1,800 17 145+ Business Employees Patents Granted Publications Sustainability Ratings MEDICAL ~INR 20 B 54% 600+ ISO13485 Order book** Exports Revenue Suppliers Worldwide AUTOMOTIVE IATF 16949 25% 21% INFORMATION SECURITY 3 Year Revenue H127 ROCE* ISO 27001 CAGR# ** As on 30th Sep ‘26 * Adjusted ROCE # Standalone basis COMPANY OVERVIEW Company Overview One of India's Leading Electronics Manufacturing Services And Build To Specification Companies Serving Mission-critical Industries. Deep Design & Engineering DNA Standalone Revenue (INR Mn), EBITDA Margin (%) Strong design engineering and end-to-end product realization capabilities spanning concept, design, 9,731 validation, testing, and lifecycle support, enabling Centum to serve as a strategic development partner 7,761 to global OEMs and national programs. 6,328 DEFFENCE, SPACE AND AEROSPACE 12.44% 12.13% 12.42% 5,168 12.11% High-Reliability Electronics Manufacturing MIL/Space-grade manufacturing capabilities from PCBA to full system integration for complex electronics. FY24 FY25 FY26 H1-FY27 INDUSTRIAL AND Operational Revenue (INR Mn) EBITDA Margin (%) ENERGY Leadership in Strategic Electronics Revenue across Business Verticals (H1-FY27) Strong presence in Defence, Aerospace & Space, supporting mission-critical national programs indigenizing critical technologies, as well as global programs. TRANSPORTATION AND AUTOMOTIVE Global OEM Partner Across Complex Electronics Value Chains Long-standing trusted partner to marquee global OEMs and Tier-1 customers built on quality, reliability, and engineering excellence. Electronic Manufacturing Services (EMS) Build to Specification (BTS) HEALTHCARE Well-Established Presence Across High-Growth Sectors: Defence, Aerospace & Space and EMS 4 Trusted Partner To Global OEMs Trusted Partner for High Reliability, High Complexity Products 30% Revenue from 20+ Year Customer Relationships Defence & Aerospace Industrial & Medical Mobility 40% Revenue from 10 to 20 Years Customer Relationships Battery Management System (Electric 70% Centum Products are single 3-wheeler) sourced Defence Industrial Measurement Control Boards Aircraft Control Electronic Warfare 53% Exports Contribution Suite to Revenue (FY26) Air traffic Management Systems MK2 Encoder (Electric Commercial Digital X-ray Communication Equipment Vehicles) (Healthcare) (Power Grid) What This Means • Deep, long-term partnerships • High Customer Stickiness • Mission Critical Solutions • Trusted by global leaders • Repeat business Electronics for Infrared Cameras for Electronics for Phased Array Fertility Kit Smart Valve HV Inverters PCBA (Electric Buses) Defence vehicles Optronic Equipment Flaw (Consumer Health) Interface Detectors PCBA = Printed Circuit Board Assembly Indicative list of products Trusted by Leading global OEMs across Defence, Aerospace, Industrial, Energy, Automotive, Transportation & Space sectors delivering mission critical solutions for a safer and smarter world. Dual Growth Engines Across the ESDM Value Chain A complementary portfolio balancing profitability, working capital and long-term value creation BTS EMS (Build-to-Specification) (Electronic Manufacturing Services) Benchmark Margin 20%+ Benchmark Margin 9–10% Project Lifecycle 2–2.5 Years Project Lifecycle 6–9 Months Working Capital Days 85-110 Days Working Capital Days 225-350 Days EMS – CASH ENGINE BTS – VALUE ENGINE Majority of revenue; stable, DUAL MODEL 18–20%+ margins in strategic CREATES VALUE predictable cash flows funding defence, aerospace & space longer project and working capital programmes. cycles of the BTS segment. COMPETITIVE ADVANTAGE A Diversified Portfolio, Enabled by Execution Centum is positioned in segments where partner selection is driven by reliability, qualification pedigree and platform trust, not only by cost. Mission-Critical Electronics High Entry Barriers Long-Term Customer Relationships Reliability and performance Capabilities created through certification, Embedded partner status built over platform where failure is not an option qualification and process depth life cycles • Defence, space and aerospace use- • Well-established presence and • Average 10-15 year relationships with top cases across radar, EW, avionics and certifications in aerospace, defence and customer groups satellite subsystems space domains • Single-source supplier for approximately • High-reliability electronics spanning RF, • MIL/space-grade compliance, IPC Class 80% of manufactured products digital, power, software and 3, traceability and rigorous quality systems • Trusted partner to global OEMs and Tier-1 microelectronics • Specialized infrastructure and know-how customers across strategic sectors • Integrated design, manufacturing and across PCBA, box-build, LRUs and systems testing capabilities for complex integration requirements Future Growth Outlook Well positioned for profitable growth, supported by a richer business mix, exit from loss-making subsidiaries and industry tailwinds. egdE cigetartS saerA sucoF snoitcA BTS (India) EMS At the forefront of developing and localizing critical technologies addressing domestic Proven expertise in delivering high-reliability and capability gaps. high-complexity products through agile, scalable, Moving up the value chain by delivering and integrated manufacturing solutions complete systems for Defence and Strategic sectors • Multi-function Radar and Radar subsystems Make in India, China +1 • Satellite Constellations for ISR applications New Technology areas – Semiconductor Equipment, • Avionics, Radar, and EW system for fighter Security Systems aircraft and helicopters Energy & Industrial – Smart Energy, Automation • T-90 Tank Automotive – EV / Battery • Payloads and electronics for communication Management Systems and ISR for Drones Medical Devices – Point of Care diagnostics • Strategic collaborations • System-level expertise Focus on Make in India – increase presence in the • Partnerships with global OEMs in Aerospace & Defence domestic market • Partnerships with premier academic institutions (IITs, NITs, AI -led solutions for Manufacturing, IISc) Industry 4.0 • Collaborating with a dynamic Supply Chain excellence and Fulfillment network of startups Q2/H1-FY27 FINANCIAL OVERVIEW Q2/H1-FY27 Business and Operational Highlights (1/2) • Revenue: Q2 ₹3,121 Mn +52% YoY, +52% QoQ | H1 ₹5,168 Mn +32% YoY • EBITDA: Q2 ₹396 Mn +63% YoY, +71% QoQ | H1 ₹626 Mn +25% YoY Operational • EBITDA Margin%: Q2 12.7% +87 bps YoY, +141 bps QoQ | H1 12.1% (72) bps YoY Highlights [Showing first 8,000 characters — download PDF for full document]